Setting your most preferred payment methods allows them to appear at the top of the payment method list when you are processing a payment on an invoice. This allows you to efficiently process payments and removes the need of scrolling through the payment method list to get to where you need! You can change or update your preferred payment methods at any time.
💡 Only users with Supervisor access are able to set preferred payment methods for an account
Selecting preferred payment methods
Note that you can set your preferred payment methods via a new or existing invoice. The below steps outline how to set them via creating a new invoice.
- From any client's file, click Invoicing
2. Click on Create Invoice
3. Click the $ or Payment \ Auto Assign button under Billing Information and once the Receive Payment window appears, click Preferences.
Lastly, select your preferred payment methods via the tick box and click Save and close.
To view how your preferred payment methods appear, select the drop down arrow in the Payment Method field.
You can change or update your preferred payment methods at any time by following this process.
You may also like to learn how to: